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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,561 | $100,194-70.5% | $122,979-76.0% | $86,983-66.0% |
| Participation rate | 96.4% | 73.0%+23.5pp | 77.2%+19.2pp | 69.5%+26.9pp |
| Annual return | 30.55% | 16.47%+14.1pp | 20.12%+10.4pp | 25.83%+4.7pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,550 | $4,133+179.4% | $5,003+130.9% | $4,194+175.4% |
| Admin fee / account holder | $2,681 | $10,148-73.6% | $12,864-79.2% | $7,856-65.9% |